Financial Adviser · GOODWOOD, SA

Bradley Ross Mcdonald

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000416681

Bradley Ross Mcdonald is a financial adviser based in Goodwood, South Australia, with 19 years of experience in the financial services industry. Bradley is currently authorised under Personal Financial Services Ltd. Bradley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Bradley is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Planning
Finsia
2012
Advanced Diploma of Financial Planning
Kaplan Professional
2013
DPML Margin Lending
Pinnacle
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Self-Managed Superannuation Funds
PFS - Internal Licensee training

Registration History

May 2021 - Present Current
FINANCIAL SERVICES PARTNERS PTY LIMITED
Sep 2014 - May 2021 Ceased
Government Debentures, Stocks or Bonds: Class of product only. Superannuation: Not authorised to provide SMSF advice.
GWM ADVISER SERVICES PTY LTD
Aug 2013 - Sep 2014 Ceased
POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD
Feb 2012 - Jul 2013 Ceased

Source: ASIC Financial Advisers Register